ISHARES TR's ticker is REET and the CUSIP is 46434V647. A total of 242 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 1.25 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $18,713 | +4.0% | 824 | 0.0% | 0.01% | -7.7% |
| Q3 2022 | $18,000 | -10.0% | 824 | 0.0% | 0.01% | -7.1% |
| Q2 2022 | $20,000 | -16.7% | 824 | 0.0% | 0.01% | -12.5% |
| Q1 2022 | $24,000 | -29.4% | 824 | -26.2% | 0.02% | -38.5% |
| Q4 2021 | $34,000 | +9.7% | 1,117 | 0.0% | 0.03% | +4.0% |
| Q3 2021 | $31,000 | 0.0% | 1,117 | 0.0% | 0.02% | -7.4% |
| Q2 2021 | $31,000 | -79.2% | 1,117 | -80.9% | 0.03% | -80.1% |
| Q1 2021 | $149,000 | +6.4% | 5,863 | 0.0% | 0.14% | -0.7% |
| Q4 2020 | $140,000 | – | 5,863 | – | 0.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CAHABA WEALTH MANAGEMENT, INC. | 828,280 | $22,877,000 | 5.07% |
| SVB Investment Services Inc. | 181,510 | $5,013,000 | 4.75% |
| Larson Financial Group LLC | 264,731 | $7,312,000 | 4.21% |
| Lester Murray Antman dba SimplyRich | 305,189 | $8,362,000 | 4.20% |
| Riverview Trust Co | 204,136 | $5,638,000 | 3.79% |
| Boston Standard Wealth Management, LLC | 283,652 | $7,834,000,000 | 3.50% |
| OptiFour Integrated Wealth Management, LLC | 177,654 | $4,907,000 | 3.37% |
| Ameritas Investment Company, LLC | 471,400 | $13,020,000 | 2.73% |
| VIEWPOINT INVESTMENT PARTNERS CORP | 89,600 | $2,475,000 | 2.63% |
| DWM Financial Group, Inc. | 83,664 | $2,311,000 | 2.35% |